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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,630 | $107,363-28.6% | $92,909-17.5% | $152,897-49.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 20.19% | 145.63%-125.4pp | 109.44%-89.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $3,599 | $4,222-14.8% | $3,653-1.5% | $4,764-24.4% |
| Participant deferral / active EE | $2,214 | $4,848-54.3% | $4,238-47.8% | $5,851-62.2% |
| Admin fee / account holder | $38,412 | $7,082+442.4% | $5,795+562.8% | $11,599+231.2% |